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MONTRUSCO BOLTON INVESTMENTS INC.

MONTREAL, QUEBEC, Canada · CRD 154475 · IAPD ↗ · montruscobolton.com · 1-514-842-6464

$12.93BRegulatory AUM
16Advisory reps
68Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

40
April 2026 — MONTRUSCO BOLTON INVESTMENTS INC. now reports custody of client assets ($3.10B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
43
April 2026 — MONTRUSCO BOLTON INVESTMENTS INC. grew from 13 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
17
February 2026 — MONTRUSCO BOLTON INVESTMENTS INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
February 2026 — MONTRUSCO BOLTON INVESTMENTS INC. added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
April 2025 — MONTRUSCO BOLTON INVESTMENTS INC. added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
April 2024 — MONTRUSCO BOLTON INVESTMENTS INC. shrank from 23 to 13 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
43
April 2024 — MONTRUSCO BOLTON INVESTMENTS INC. reported RAUM up 66% ($7.63B -> $12.69B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.